Shared on08 Oct 25Fair value Increased 1.25%
Talen Energy’s analyst price target has increased from approximately $428 to $434 per share. Analysts cite stronger guidance, bullish peer trends, and a robust backdrop for power producers as drivers behind the upward revision.
Shared on19 Sep 25Fair value Increased 6.65%
Analysts have raised Talen Energy's price target to $428.47, citing upside from conservative long-term guidance, incremental value from new PPAs (particularly with data center clients), strong PJM market positioning, and enhanced capital returns, while noting some need for increased disclosure on gas marketing and contracts. Analyst Commentary Bullish analysts highlight conservative long-term guidance through 2028, suggesting upside potential as the company executes beyond stated targets.
Shared on04 Sep 25Fair value Increased 0.77%
Analysts maintain a positive outlook on Talen Energy, citing transformative AI-related demand growth, lucrative PPAs, and robust M&A prospects as key drivers for future value creation, with the consensus price target unchanged at $398.66. Analyst Commentary Bullish analysts highlight the transformative impact of AI adoption on the energy sector, forecasting a “Power revolution” that positions Talen among potential new industry leaders.
Shared on31 Jul 25Fair value Increased 7.77%
Talen Energy's consensus revenue growth forecasts have materially declined while its expected P/E multiple has risen, indicating softer fundamentals and a less attractive valuation, yet the analyst price target remains unchanged at $369.90. What's in the News Talen Energy expanded its nuclear energy partnership with Amazon, signing a long-term PPA to supply up to 1,920 MW of carbon-free power to Amazon Web Services, with options to extend and initiatives to explore SMRs and plant uprates.
Shared on23 Apr 25Fair value Decreased 0.39%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Decreased 0.089%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 10%
AnalystConsensusTarget has decreased revenue growth from 9.5% to 8.4%.
Shared on02 Apr 25Fair value Increased 12%
AnalystConsensusTarget has increased revenue growth from 8.4% to 9.5%.
Shared on26 Mar 25Fair value Decreased 0.88%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Increased 44%
AnalystConsensusTarget has decreased revenue growth from 13.1% to 8.3%, increased profit margin from 10.5% to 24.1% and decreased future PE multiple from 24.9x to 18.0x.